Amy is the Director of Client Services & Operations for the HPM Partners’ Retirement Advisory Division.

Amy joined Pension Architects in 1999, a retirement advisory business dedicated to helping retirement plan participants reduce financial stress and achieve a financially successful future.  With 25+ years in the financial services industry, she specializes in the implementation and conversion of services to the HPM Partners, Retirement Plan Advisors platform as well as ongoing client services which encompasses plan design, compliance and regulatory oversight.  Amy cultivates relationships with various recordkeepers, third party administrators, corporate trustees, custodians and other providers to meet client objectives. Her responsibilities also include integration of participant support services and oversight of daily operations.

Pension Architects merged with HPM Partners in January 2013.

Amy is an Accredited Investment Fiduciary® (AIF®).